TCWP’s Ares Management ARES Stock Holding History

TCWP’s Portfolio ARES Stock Details ARES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-4	Closed	–	–	354
2022 Q1	$0	Buy	+4	New	+$307	﹤0.01%	1718

Other funds holding ARES

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

HCM

HMI Capital Management San Francisco, California $712M AUM 26.48% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

TCWP's ARES Position: Q2 2022 in Review

TCWP sold out of Ares Management (ARES) in Q2 2022, closing a stake of 4 shares.

TCWP first reported a position in ARES in Q1 2022 and held it in 1 quarter. The position peaked at $0 in Q1 2022. 355 funds tracked by Wall St. Rank hold ARES as of Q2 2022.

TCWP reported no remaining Ares Management position as of Q2 2022 after selling out during the quarter.
TCWP sold 4 Ares Management shares in Q2 2022.
TCWP first reported a position in Ares Management in Q1 2022 and held it in 1 quarter.
TCWP's Ares Management position peaked at $0 in Q1 2022.
355 funds tracked by Wall St. Rank held Ares Management as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.